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Author: DDQInvest

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Banking on (Non-Traditional) Financials

The hunt for quality growth in the financials sector has...

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Reassessing Sustainability and Investing in Defence

Sustainable investors have typically avoided investments in defence. Geopolitical developments,...

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2025 Midyear Investment Outlook

As we reach the midpoint of 2025, the change we’ve...

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What Uncertainty?

Last month we asked the question ‘is this time different’...

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US Dollar as the Key Driver of H1 Returns

Chart of the week – US dollar as the key...

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Catching Fallen Angels

When corporate bond issuers suffer downgrades, opportunities open up for...

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AI vs. SaaS: Who Wins the Future of Software

There’s growing chatter in tech circles suggesting that SaaS—Software as...

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Meet the 899-Ton Elephant in U.S. Tax Reform

Key Takeaways   A proposed new U.S. tax rule may...

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LDI Differentiator: Using a Reorganisation Fund

This mini-series of short articles shines a light on often...

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America’s Infrastructure Report Card in 2025: Still Behind and Still Underfunded?

Marketing Communication. Capital at Risk. For Professional Investors Only.  ...

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